Roth Financial Group, Merritt Island, Florida

Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.